by Nick | Oct 4, 2022 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how his firm uses exchange-traded funds (“ETFs”) to lower investment costs and provide more tax-efficient...
by Nick | Oct 4, 2022 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to convert an expensive, tax-inefficient portfolio to a lower cost, more tax-efficient portfolio. Want more key...
by Nick | Oct 4, 2022 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to use active and passive management in investment portfolios. Want more key insights into what you should know about...
by Vance Barse | May 1, 2022 | Estate Planning, Fiduciary Financial Planner, Financial Planning, Tax, Tax Planning, Video
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...
by Vance Barse | Jul 22, 2021 | Financial Planning, Video
“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become.” – Steve Jobs Please click the play button below for a heartfelt message. To listen to the podcast, please click the play button below....
by Vance Barse | Mar 26, 2020 | Financial Planning, Video
Industry experts highlight trends and provide key insight during the BooST keynote on financial services M&A. Are you a financial advisor interested in succession planning? Have you asked, “How do I sell my financial planning practice?” Looking to...
